A Unique Event
A Unique Event
Loss of trust has been a major theme in the financial world and has led to heightened risk management amongst the financial community. High net worth individuals are seeking guidance and sound private wealth management advice to grow and preserve their wealth moving forward. It is up to family office executives to develop a process of accountability with the intent of re-establishing and strengthening client relationships.
As investment strategies, tax policies and legal structures have become increasingly more complex, an experienced and knowledgeable team able to adhere to these new demands is imperative to preserve and strengthen their client’s wealth. Family wealth executives must be able to engage their families with breakthrough conversations that will lead to profitable investment and tax efficient strategies that they understand, as well as, innovative planning strategies to meet overall family goals.
The Private Wealth Management Summit provides a unique forum for service providers to gain access to leading multi and single-family offices across the nation. Over three days, service providers will meet and interact with senior executives from both single and multi-family offices through a number of one-on-one business meetings and many networking activities. In addition, service providers will attend strategic conference sessions and keynote presentations delivered by leaders in private wealth investing. Within the luxurious settings of the Red Rock Casino Resort & Spa, this networking event presents a unique opportunity to develop meaningful and valuable business relations.
For more information contact Christina Sears
